Asset Class Specialist

3 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $130,000
Product Analyst Investment Management

This role involves working closely with the investment and distribution teams to support product delivery and content creation. The successful candidate will be responsible for maintaining product collateral, client reporting, and ad-hoc requests.

Key Responsibilities Include:

  • Maintaining and delivering high-quality product materials, reports, and client communication.
  • Analyzing market intelligence and technical data to inform product decisions.
  • Working with the investment director to stay up-to-date on market trends, competitor insights, and regulatory changes.
  • Producing regular and ad-hoc reports as directed by senior management.
  • Preparing data and presentations for client pitches, portfolio reviews, and conferences.
  • Assisting the client services team in responding to client inquiries, providing data, and supporting monthly reporting.
  • Contributing to the development of new strategies and product materials.

To be successful, you should have a solid understanding of asset classes, particularly international equities, and experience within the funds management industry, either in operations, performance, or product roles. You should also possess strong analytical and numerical skills, proficiency in software tools like Excel, PowerPoint, and Word, and excellent communication skills.

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